Psagot Value Holdings’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,239
| Closed | -$409K | – | 349 |
|
|
2021
Q4 | $409K | Hold |
2,239
| – | – | 0.08% | 163 |
|
|
2021
Q3 | $373K | Hold |
2,239
| – | – | 0.06% | 200 |
|
|
2021
Q2 | $362K | Hold |
2,239
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $343K | Hold |
2,239
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $343K | Hold |
2,239
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $296K | Hold |
2,239
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $283K | Buy |
2,239
+600
| +37% | +$75.8K | 0.01% | 219 |
|
|
2020
Q1 | $155K | Buy |
1,639
+739
| +82% | +$69.9K | 0.01% | 239 |
|
|
2019
Q4 | $111K | Hold |
900
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $112K | Buy |
+900
| New | +$112K | ﹤0.01% | 282 |
|